Next Day Prep: Meta Crushes CapEx, RCL Shines Next Day Trades – Thursday 1/29/2026

**Episode Summary:**
Exploring the market turmoil and diverging performances driven by mega-cap earnings as discussed on "Next Day Prep."

**Episode Outline:**
(00:21) **Intro:** Unpacking the "CapEx Conundrum" impact on MSFT and META.
(00:52) **Market Pulse:** Analyzing MSFT vs. META's market divergence highlighting the importance of guidance.
(01:19) **Sector Rotation:** Tech decline but shining sectors like Comm Services and Consumer Discretionary.
(01:47) **Technical Deep Dive:** Insightful WaveRider analysis on SPY's stability and late-day buying.
(02:15) **Actionable Setups:** Detailed review of breakout opportunities in RCL, NUE, MOD, and EQIX.
(02:41) **Macro/Commodities:** Noting the oil price spike, yield decrease, and their market implications.
(03:01) **Closing:** Previewing Apple's upcoming earnings and setting the stage for Friday's trading.

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